Civic Intelligence

On the Budget

EIN 45-3325263 • 501(c)3 • Beaverton, OR

Profile

Provide financial services for people who are unable to handle their affairs.

14845 SW Murray Scholls Dr Pmb 333Beaverton, OR 97007

www.onthebudget.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

10th percentile

-89%

Higher net margin than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-87%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$169,075

Down $137,696 (-45%) from 2018

Liabilities

Down

$158,491

Down $144,203 (-48%) from 2018

Net Assets

Up

$10,584

Up $6,507 (+160%) from 2018

Operations
Liabilities / Revenue62nd percentileNet Margin10th percentile

Revenue

Down

$85,245

Down $15,481 (-15%) from 2018

Expenses

Down

$78,738

Down $26,775 (-25%) from 2018

Net Income

Up

$6,507

Up $11,294 (+236%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2015: $3,352Liabilities 2015: $02015Assets 2016: $295,127Liabilities 2016: $285,118Net Assets 2016: $10,0092016Assets 2017: $291,185Liabilities 2017: $281,141Net Assets 2017: $10,0442017Assets 2018: $306,771Liabilities 2018: $302,694Net Assets 2018: $4,0772018Assets 2019: $169,075Liabilities 2019: $158,491Net Assets 2019: $10,5842019

Highlighted filing

2019

Assets$169,075
Liabilities$158,491
Net Assets$10,584
Open 2019 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2015: $86,845Expenses 2015: $84,451Net Income 2015: $2,3942015Revenue 2016: $109,274Expenses 2016: $102,614Net Income 2016: $6,6602016Revenue 2017: $105,357Expenses 2017: $105,322Net Income 2017: $352017Revenue 2018: $100,726Expenses 2018: $105,513Net Income 2018: -$4,7872018Revenue 2019: $85,245Expenses 2019: $78,738Net Income 2019: $6,5072019

Highlighted filing

2019

Revenue$85,245
Expenses$78,738
Net Income$6,507
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$169,075
Liabilities
$158,491
Net assets
$10,584
Revenue
$85,245
Expenses
$78,738
Net income
$6,507
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$1.69$1.58$0.11$0.85$0.79$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$3.03$0.04$1.01$1.06$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.91$2.81$0.10$1.05$1.05$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.95$2.85$0.10$1.09$1.03$0.07
2015Summary only. Only limited summary data is available for this year.$0.03$0.00$0.87$0.84$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$85,245
Mission and Program Overview

Mission

Representative payee and trustee service

Program Services

DescriptionGrantsExpenses
REPRESENTATIVE PAYEE AND TRUSTEE SERVICE FOR OVER 200 SOCIAL SECURITY ADMINISTRATION CLAIMANTS WHO ARE DETERMINED BY SSA TO BE UNABLE TO HANDLE THEIR OWN FINANCIAL BENEFITS-$78,752
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NADIA FUDIMPresidentFT$26,172-$26,172
KELLY KOOPMANBoard Member-$0--
ILYA FUDIMDirector-$0--
Filing and Contact Details

Filer

Filer Name
On the Budget
EIN
45-3325263
Address
14845 SW MURRAY SCHOLLS DR PMB 333, BEAVERTON, OR 97007

Signing Officer

Name
Nadia Fudim
Title
President
Phone
9712276294
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bruce R Tabor CPA PC
Address
7501 SW Findlay Rd, Durham, OR 97224
Preparer
Mark Tabor Ea Ltc
Phone
5035981011
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountdepreciation from 4562 1,860parking 156returned fees 3,021client service expenses 57advertising and promotion 209mileage reimbursment 1,335bank fees 118cleaning 820internet 1,964gifts 1,225insurance 3,041meals 1,944office supplies 2,330outside service 939payroll tax 4,050security 711travel and meetings 789supplies 1,776taxes 50telephone 3,255”

Description of other assets Part II line 24

“Category beginning of year end of yearaccounts receivable 500 500client trust accounts 298,000 157,839furniture and equipment 6,098 4,238loan to director 86 86payroll advance 0 40”

Description of total liabilities Part II line 26

“Category beginning of year end of yearclient trust accounts 298,000 157,839accrued wages 3,795 553accrued payroll taxes 899 99”

Raw XML Appendix140 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0NADIA FUDIM
IRS990EZ/BooksInCareOfDetail/PhoneNum09712276294
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014845 SW MURRAY SCHOLLS DR STE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAVERTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097007
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02087
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06372
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06507
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01465
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0306771
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0169075
IRS990EZ/GrossReceiptsAmt085245
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LoansToFromOfficersAmt086
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04077
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010584
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04077
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010584
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt049.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt026172
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NADIA FUDIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLY KOOPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ILYA FUDIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0304684
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0162703
IRS990EZ/OtherExpensesTotalAmt029650
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0REPRESENTATIVE PAYEE AND TRUSTEE SERVICE
IRS990EZ/PrintingPublicationsPostageAmt0858
IRS990EZ/ProgramServiceRevenueAmt085245
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REPRESENTATIVE PAYEE AND TRUSTEE SERVICE FOR OVER 200 SOCIAL SECURITY ADMINISTRATION CLAIMANTS WHO ARE DETERMINED BY SSA TO BE UNABLE TO HANDLE THEIR OWN FINANCIAL BENEFITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt078752
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt046765
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0302694
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0158491
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078738
IRS990EZ/TotalProgramServiceExpensesAmt078752
IRS990EZ/TotalRevenueAmt085245
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ONTHEBUDGET.ORG
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt086
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0EXP FOR REIMBURSEM
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt086
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0NADIA FUDIM
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt086
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDEPRECIATION FROM 4562 1,860PARKING 156RETURNED FEES 3,021CLIENT SERVICE EXPENSES 57ADVERTISING AND PROMOTION 209MILEAGE REIMBURSMENT 1,335BANK FEES 118CLEANING 820INTERNET 1,964GIFTS 1,225INSURANCE 3,041MEALS 1,944OFFICE SUPPLIES 2,330OUTSIDE SERVICE 939PAYROLL TAX 4,050SECURITY 711TRAVEL AND MEETINGS 789SUPPLIES 1,776TAXES 50TELEPHONE 3,255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 500 500CLIENT TRUST ACCOUNTS 298,000 157,839FURNITURE AND EQUIPMENT 6,098 4,238LOAN TO DIRECTOR 86 86PAYROLL ADVANCE 0 40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARCLIENT TRUST ACCOUNTS 298,000 157,839ACCRUED WAGES 3,795 553ACCRUED PAYROLL TAXES 899 99
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NADIA FUDIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09712276294
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ON THE BUDGET
ReturnHeader/Filer/BusinessNameControlTxt0ONTH
ReturnHeader/Filer/EIN0453325263
ReturnHeader/Filer/USAddress/AddressLine1Txt014845 SW MURRAY SCHOLLS DR PMB 333
ReturnHeader/Filer/USAddress/CityNm0BEAVERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097007
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01AB776570E60B2B2366AF195C48861CB830A15BF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01AB776570E60B2B2366AF195C48861CB830A15BF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09314962019319t1m3sog
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.93.188.102
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTm016:46:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930695984
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bruce R Tabor CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 SW Findlay Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Durham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097224
ReturnHeader/PreparerPersonGrp/PhoneNum05035981011
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK TABOR EA LTC
ReturnHeader/ReturnTs02019-11-15T16:24:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits